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How to Set Up Data Connections in Cryptoworth
How to Set Up Data Connections in Cryptoworth

Learn how to set up data connections in Cryptoworth. Connect wallets, exchanges, APIs, and sync transactions for a seamless crypto management experience.

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Written by Cryptoworth Support
Updated over 2 weeks ago

Step-by-Step Guide to Setting Up Data Connections

Connecting your wallets, exchanges, and APIs in Cryptoworth is essential for managing your crypto assets efficiently. Follow these steps to set up your data connections.

1. Access the Accounts Page

  • Navigate to the Accounts tab in Cryptoworth.

  • Click Connect to begin adding your data connections.

2. Connecting Wallets

    • Search for Your Wallet Type:Example: Search for "Ethereum" to connect an Ethereum wallet.

    • Input Wallet Details:Enter your wallet address.

    • Assign a descriptive name, such as "Main Treasury."

    • Default Options:Create Address Book Record: The wallet name will be saved in your address book for reference.

    • Sync Transactions: Automatically sync balances and transactions. You can disable this if you only want to sync balances.

    • Optional Contract Sync:To track contract-specific activity, input the contract address and enable the Contract Sync option.

  1. Click Connect to finalize the setup.

    • Your wallet balances and transactions will sync, and the Last Sync Date will display the most recent update.

3. Connecting Exchange APIs

    • Search or Browse for an Exchange:Use the Exchanges and Custody tab to find your exchange, such as Coinbase.

    • Generate an API Key:Log in to your exchange account and generate an API key with read-only permissions and querying access.

    • Enter API Credentials:Input the API key, secret, and passphrase (if required).

  1. Finalize by clicking Connect, and your exchange data will sync.

4. Bulk Import Multiple Wallets

  • Use the Bulk Import Feature to add several wallets at once:

    1. Download the CSV template provided in Cryptoworth.

    2. Paste your wallet addresses into the template.

    3. Upload the completed CSV file to Cryptoworth.

  • This is the most efficient way to set up multiple wallets simultaneously.

Additional Tips

  • Use the Last Sync Date field to monitor when your wallets or APIs were last updated.

  • Ensure all API permissions are enabled before connecting, especially for custody solutions like Fireblocks.

What’s Next?

Now that your data connections are set up, the next step is to configure your general ledger account mapping. Stay tuned for the next tutorial!

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